Quick reference - processing a sale

Lock the iPad screen

Locking the screen when you step away from your iPad is a good security practice.

To lock the screen, from the Shopify POS app, tap≡and then tapLock screen.

Add an item to the cart

If you have multiple locations, then only the products stocked at your Shopify POS device’sassigned locationare available in the products view.

1. From the Shopify POS app, tapProducts.

2. In the search bar, type the name of the product.

3. Tap the product.

4. If a product has variants, then tap the variant.

The product is added to the cart.

Add a custom sale item to the cart

If a customer wants to buy an item but you can't find it in the Shopify POS app, then you can still sell it to them by creating a custom sale item.

Steps:

1. From the Shopify POS app, tapHome.

2. TapAdd custom sale.

3. Optional: Add a title and adjust the quantity.

4. Add the price.

5. TapAdd to cart.

You can now complete the sale or add other items to the cart.

Add a custom fee

You can add custom fees, such as charges for local delivery or customization fees, to a customer's cart. You can save preset custom fee tiles to yoursmart grid. Only one custom fee can be applied to a cart. To add multiple fees, add the total amount as a single custom fee.

Steps:

1. Tap the定制费用tile in your smart grid.

2. Review the amount, and then tap save.

To remove a custom fee, tap theRemove feetile in your smart grid.

Apply a cart discount

Cart discounts change the total shown in the cart. The regular retail price of the order appears under the subtotal.

Apply a line-item discount

1. 在Shopify POS,挖掘产品的名字。

2. TapApply discount.

3. TapAmount,Percentage (%), orPrice override.

4. Fill in the fields and tapSave.

5. TapSave.

The product price in the cart updates when the discount is applied. The regular retail value of the product appears under the discounted price.

Remove the tax on an item

You can remove the tax from an item that you are selling. You might need to do this if the customer has tax-exempt status or if tax is not applicable to the item.

Steps:

1. Add the item to the cart.

2. Tap the item.

3. Tap the tax to disable it.

Reprint a receipt

Print a gift receipt for a completed sale

Steps:

Email cart details to a customer

1. From the Shopify POS checkout, add the customer's choice of products to the cart.
2. Optional:Customizethe cart as needed.
3. When you're ready to send the email, tapMore actions
4. TapSend cart.

5. Enter the customer's email address.

6. Optional: Enter a message that will be included in the email.

7. TapSend.

View product recommendations

You can viewproduct recommendationsdirectly in the cart. You canadd a product recommendations tileto your smart grid, or view product recommendations through theMore actionsmenu.

Steps:

1. From the Shopify POS app, tapMore actions.

2. TapView recommended products.

3. Tap a product to add it to the cart.